![]() ![]() Within the app, you can set a folder to pre-contract, allowing all emails from a specific email address to be pulled into that Smart Folder. You may be wondering how Folio can assist with communications with a potential client when there is not an address associated yet. Folio’s technology will extract documents related to each transaction and place them in a ‘Files’ tab in the respective Smart Folder. And the staging quotes you got from five different companies? All of them live in the same place as well.Įvery attachment sent in reference to a transaction has its home as well. That way, if you are looking for that lender agreement for the home on 3456 1st Ave, you don’t need to waste time searching through every email in your inbox. Real estate agents can use this technology to keep all emails and documents from their clients, title representative, lender, inspector, and others who are working with them on that transaction in a single folder. The program crawls and analyzes each email for certain keywords and phrases that indicate it is referring to a certain transaction. Users can also manually create a Smart Folder if they wish. Folio also watches for any patterns in the manual moves and updates you make in the existing folders. Moving forward, Folio’s self-teaching algorithm will learn and evolve based on what you approve. Early on, when it detects a new address or client, it will ask for your approval to create a folder. So how does Folio differ from the regular label and filter functionality in Gmail? The app’s technology allows it to automatically create Smart Folders for each transaction, based on the address and/or client name referenced in the email exchange. Folio also offers the option to integrate with Outlook. The app can be downloaded as a plug-in for Gmail, tying it directly into the existing interface. You don’t have to leave your beloved email platform behind to utilize the incredible features Folio has to offer. If you are an avid Gmail user, then have no fear. So, in our quest to make life easier for Realtors, we thought we would share. That’s why Folio really caught our attention.įolio completely changes the experience your clients have throughout a real estate transaction and simultaneously helps reduce the email chaos that we all experience in real estate. There are many programs, extensions, and plug-ins that tout the ability to boost productivity and keep your inbox clean, but how many out there are designed specifically with real estate agents in mind? The answer, not many. Most of your day-to-day activities and communications are conducted through your email, so it is absolutely crucial to keep your inbox organized, ensuring nothing falls through the cracks. However, when your days are filled with juggling a million things at once, this is no easy task. A skilled agent who manages to make the home buying or selling process seamless and stress-free is the agent who will win the repeat business and referral. You can create, share, and manage your timelines and folders directly from your Gmail inbox.īut don't forget about our website, where you can manage your account, timeline templates, and more.It’s no secret that as a real estate agent, the experience you provide your clients is one of your biggest selling points. The Gmail Chrome Extensionįor the best experience, Gmail users can install the Chrome extension. If an email in the folder contains an attachment, we will sync the attachment to the folder. We also make it easy to access related documents and contacts within the folder. With a Folio account, timeline dates will automatically sync with your external calendar, so you'll always stay on top of what's happening. When you share the timeline with your colleagues and clients, they can access it anytime, from any device - no account is required! Recipients will always be kept up to date and receive timeline updates and reminders. ![]() Resources: useful links for quick access.Service providers: trusted collaborators and key stakeholders.Keep everyone in the loopĮach folder comes with a dedicated timeline website, where you can add: After you tell us what your folder is about, our algorithm goes to work and automatically adds relevant emails to the folder. You also have the freedom and control to create your own folders. Automatically organize your inboxįolio automatically organizes your emails into Smart Folders, based on projects and files that we think you're working on. ![]() We built Folio to help you save time and impress your clients.
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